Cordasco Financial Network’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Cordasco Financial Network’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1K	Hold	17	–	–	﹤0.01%	547
2022 Q1	$1K	Hold	17	–	–	﹤0.01%	523
2021 Q4	$1K	Sell	17 -250	-94%	-$20.3K	﹤0.01%	528
2021 Q3	$22K	Hold	267	–	–	0.02%	283
2021 Q2	$22K	Hold	267	–	–	0.02%	286
2021 Q1	$22K	Hold	267	–	–	0.02%	273
2020 Q4	$22K	Hold	267	–	–	0.02%	234
2020 Q3	$22K	Buy	267 +250	+1,471%	+$20.8K	0.02%	232
2020 Q2	$1K	Hold	17	–	–	﹤0.01%	462
2020 Q1	$1K	Hold	17	–	–	﹤0.01%	431
2019 Q4	$1K	Hold	17	–	–	﹤0.01%	428
2019 Q3	$1K	Hold	17	–	–	﹤0.01%	451
2019 Q2	$1K	Hold	17	–	–	﹤0.01%	434
2019 Q1	$1K	Hold	17	–	–	﹤0.01%	431
2018 Q4	$1K	Hold	17	–	–	﹤0.01%	369
2018 Q3	$1K	Hold	17	–	–	﹤0.01%	344
2018 Q2	$1K	Buy	+17	New	+$1.33K	﹤0.01%	373

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Cordasco Financial Network's BSV Position: Q2 2022 in Review

Cordasco Financial Network held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2022 at 17 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Cordasco Financial Network first reported a position in BSV in Q2 2018 and has held it in 17 quarters since. The position peaked at $22K in Q3 2021. 1,158 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

Cordasco Financial Network held 17 shares of Vanguard Short-Term Bond ETF worth $1K as of Q2 2022.
Cordasco Financial Network left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2022.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #547 holding.
Cordasco Financial Network first reported a position in Vanguard Short-Term Bond ETF in Q2 2018 and has held it in 17 quarters since.
Cordasco Financial Network's Vanguard Short-Term Bond ETF position peaked at $22K in Q3 2021.
1,158 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.